Communications & Marketing NAOMI CHRISTOPHER , JENNY PEARSE | FRIDAY, 24 MAR 2017 The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more Retirement JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017 It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. Read more SAM MORRIS | FRIDAY, 24 MAR 2017 While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper ... Read more NICKI DOYLE , LIZ FORSYTH | TUESDAY, 11 JUL 2017 No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer experience feels like and more vocal when we don't receive it. It's ... Read more Investment MICHAEL HASENSTAB | FRIDAY, 24 MAR 2017 The last several years have been trying for emerging markets, with 2015 marking the fifth consecutive year of decelerating growth. As the immediate recovery post-GFC was exceptionally strong, some deceleration was always on the cards. Over the last ... Read more ANDREW BALLS , JOACHIM FELS | FRIDAY, 24 MAR 2017 With her speech entitles 'From Adding Accommodation to Scaling It Back" on 3 March 2017, US Federal Reserve Chair Janet Yellen not only cemented market expectations for the Fed's third rate hike in this cycle,subsequently implemented in ... Read more SIMON O'CONNOR | FRIDAY, 2 JUN 2017 Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced land mines, cluster munitions, tobacco and/or nuclear devices. Read more CLAUDINE SIOU | FRIDAY, 2 JUN 2017 Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward non-concessional contributions should consider the opportunity to ... Read more Taxation & Estate Planning CHRIS DEVES | FRIDAY, 24 MAR 2017 The ever-changing consumption pattern of real estate, juxtaposed against its status as perpetual imperative for a functioning society, presents an interesting dynamic - and is precisely that which offers a wide range of opportunities for long term i ... Read more BRIE WILLIAMS | FRIDAY, 24 MAR 2017 Women have quickly moved in to the role of influential investor. In the US alone, they now control $11 trillion in investable assets, and their long-term perspective tends to result in better risk and cost-adjusted returns. The investment industry has ... Read more ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017 In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more EMMA RAPAPORT | FRIDAY, 2 JUN 2017 After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more RAHUL SINGH | FRIDAY, 7 JUL 2017 1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more Superannuation TIM KEEGAN | FRIDAY, 24 MAR 2017 Today, SMSFs control $600 billion in assets. That's one third of all superannuation money invested in Australia, making them the largest and fasted growing segment in Australia's super industry. Read more |
Latest News
Platforms placate fee consent ordeal: SuitabilityHub
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says.
Fiducian FUMAA swell to $14.4bn
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets.
Centaur goes self-licensed, appoints former dealer group head
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process.
Shift needed in retirement income advice: Allianz Retire+
A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase.
Further Reading
Cover Story

FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.